Top Tech Jobs & Startup Jobs in Toronto

The Investment Advisor Assistant will support a Wealth Management team by managing client relationships, processing transactions, maintaining accounts, and assisting with marketing initiatives and administrative duties. Excellent communication and organizational skills are critical for this role.

The Product Lead for AI Initiatives will own and drive the AI product roadmap, design and deploy tailored AI solutions, analyze datasets for insights, and collaborate with cross-functional teams to ensure project success. They will also maintain documentation and influence vendor offerings while staying updated on AI advancements.

The Senior Financial Analyst will manage reporting and analysis of financial performance, including P&L and balance sheet analysis, account reconciliations, and developing management reports. Responsibilities include using Power BI for dashboard creation and contributing to strategic planning projects, while collaborating closely with senior management and various departments.

The Investment Advisor Assistant supports an established Investment Advisor by managing client transactions, providing quotes, maintaining account lists, and ensuring proper documentation. They assist with existing client servicing and participate in developing the wealth business through marketing initiatives, while also performing various administrative tasks.

The Senior Manager of Finance will manage strategic projects, provide financial insights, prepare operating reports, develop and maintain analytical reports using Power BI, oversee budget forecasts, and enhance internal controls. This role involves collaboration with senior management and various departments while ensuring timely financial reporting and analysis.

The Specialist, Portfolio Operations will investigate and resolve client account issues, execute trades, setup and manage fee-based accounts, and provide operational support. The role requires participation in projects for improving efficiencies and management of client account risks, requiring strong communication and analytical skills.